Taylor & Morgan Wealth Management, LLC IWR Holdings History
Taylor & Morgan Wealth Management, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 115,764.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $10.65 Mil. This investment constitutes 7.19% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0.02% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2021Q4. And since then Taylor & Morgan Wealth Management, LLC has made 12 purchases of IWR, at an average price of $77.81, for a total of 120,689.00 shares. In addition, there have been 2 sales at an average price of $70.93 for 4,925.00 shares. Based on historical transaction data and IWR's current price of $93.91, Taylor & Morgan Wealth Management, LLC's estimated gain on his IWR holdings is $1.83 Mil, reflecting a 19.49% gain to date.
Taylor & Morgan Wealth Management, LLC IWR ($93.91) Holding Chart
Taylor & Morgan Wealth Management, LLC IWR ($93.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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